Help!!! How do you set up running balances?

[winston01]

Thank you for reading. This is the basic checking ledger. I want access to read a beginning balance, subtract or add a given value, and return a new balance. I don't know where to store the beginning balance, and I do not know how to get access to return a new balance based on the previous balance shown on the previous record. I am in trouble here. I would greatly appreciate any help anyone has to offer.

Thank you!

 

[jebry]

Hi!

Normally balances are figured dynamically instead statically. I could see having a table which stored the beginning and ending balances by the day along with a date field of course but, given a transaction table you should be able to figure balances on the fly.



Jeff Bridgham
Purdue University
Graduate School
Data Analyst

 

[winston01]

I am having trouble with that. I am researching runningsums, but I can't find the running sum property it is telling me to use. I'm completely lost. How would you set up a checking ledger? Thank you for your help.

 

[PHV]

RunningSum is the property of a TextBox object in a Report.

Hope This Helps, PH.
Want to get great answers to your Tek-Tips questions? Have a look at FAQ219-2884 or FAQ181-2886

 

[winston01]

Thank you PH, do you know how to set up a running sum in a query or a form?

 

[jazminecat]

Is there a reason you can't use the runningsum on a report? The report would function as your ledger.